Sales Hub Tools

FGlynn6
Member

Assign meetings to person A in the AM and person B in the PM

SOLVE

I want the hubspot meeting app to assign meetings to person A in the AM and person B in the PM.

Today, I use the Hubspot meeting app so that visitors to my website can select a time to have a meeting with 1 fixed person from my company.  https://mindgard.ai/demo

Today all the meetings go to one person.  I want to change it so that in the AM meetings go to person 1, and in the PM meetings go to person 2. 

Does the round robin capability offer time of day logic as part of rep availabiliity? 

If round robin doesn't do it, is a different way to solve this? 

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1 Accepted solution
JessicaBaskey
Solution
Top Contributor | Platinum Partner
Top Contributor | Platinum Partner

Assign meetings to person A in the AM and person B in the PM

SOLVE

Hi @FGlynn6,

 

HubSpot’s round robin meetings don’t support time-of-day logic (like assigning AM slots to one person and PM to another). It just rotates based on availability.

 

There are two potential workarounds I could think of:

1. Create two separate meeting links:

  • One for Person A with just morning availability

  • One for Person B with just afternoon availability

Then on your site, either:

  • Let users choose “Morning” or “Afternoon” before booking

  • Or use smart content or code to show the right link based on the time

 

2. Custom Logic with HubSpot Forms + Workflow + Middleware

If you need a single scheduling interface but want AM/PM-based routing:

  1. Use a custom form (not the meetings tool) to let the user pick a time.

  2. Trigger a HubSpot workflow or external automation (e.g., via Zapier or Make).

  3. Based on the time selected, route the lead to Person A or B and send the appropriate calendar invite using the Calendar API.

 

Hope this helps,

Jess

 

 

 

Jessica Hörnschemeyer

HubSpot Expert⎮ Implementation and Consultation

Baskey Digital

emailAddress
jessica@baskey.eu
website
www.baskeydigital.com
Book a consultation

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2 Replies 2
FGlynn6
Member

Assign meetings to person A in the AM and person B in the PM

SOLVE

Thanks Jessica. I've been looking at another option, which is to set person A and person B working hours in their Hubspot User Preferences. It seems to work, for the most part.  Person A seems to be assigned to the morning meetings and person B to the evening meetings.  However, I did come across one instance where B was picked for the morning. It might have something to do with a buffer around A's meetings. 

0 Upvotes
JessicaBaskey
Solution
Top Contributor | Platinum Partner
Top Contributor | Platinum Partner

Assign meetings to person A in the AM and person B in the PM

SOLVE

Hi @FGlynn6,

 

HubSpot’s round robin meetings don’t support time-of-day logic (like assigning AM slots to one person and PM to another). It just rotates based on availability.

 

There are two potential workarounds I could think of:

1. Create two separate meeting links:

  • One for Person A with just morning availability

  • One for Person B with just afternoon availability

Then on your site, either:

  • Let users choose “Morning” or “Afternoon” before booking

  • Or use smart content or code to show the right link based on the time

 

2. Custom Logic with HubSpot Forms + Workflow + Middleware

If you need a single scheduling interface but want AM/PM-based routing:

  1. Use a custom form (not the meetings tool) to let the user pick a time.

  2. Trigger a HubSpot workflow or external automation (e.g., via Zapier or Make).

  3. Based on the time selected, route the lead to Person A or B and send the appropriate calendar invite using the Calendar API.

 

Hope this helps,

Jess

 

 

 

Jessica Hörnschemeyer

HubSpot Expert⎮ Implementation and Consultation

Baskey Digital

emailAddress
jessica@baskey.eu
website
www.baskeydigital.com
Book a consultation
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